LVOLAmerican Century Low Volatility ETF
LVOL Fund Description
LVOL is actively managed to create a low-volatility portfolio of US stocks with enhanced risk-adjusted returns.
LVOL Factset Analytics Insight
LVOL seeks to deliver lower portfolio volatility than its benchmark, the S&P 500. This actively-managed fund invests in US companies with attractive fundamentals and at least $2 billion in market cap. Aside from traditional and asymmetric measures of price volatility, the fund also considers consistent cash-flows, stable operations and strong balance sheets. After using quantitative models to evaluate the stock price risks and business safety and continuity, the fund managers further screen the portfolio for factors such as risk management, transaction costs and liquidity. Overall, this multi-dimensional approach aims to balance the return and risk objectives of the fund.
LVOL MSCI ESG Analytics Insight
American Century Low Volatility ETF has an MSCI ESG Fund Rating of BBB based on a score of 5.37 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. American Century Low Volatility ETF ranks in the 32nd percentile within its peer group and in the 15th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
LVOL Summary Data
LVOL Portfolio Data
LVOL Index Data
LVOL Portfolio Management
LVOL Tax Exposures
LVOL Fund Structure
LVOL Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of LVOL. LVOL is rated a 4 out of 5.
LVOL Sector/Industry Breakdown
LVOL Economic Development
LVOL Performance Statistics
LVOL MSCI ESG Ratings
LVOL Benchmark Comparison Summary
LVOL Benchmark Comparison Market Cap Size
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
A covered call is an income strategy constructed by writing a call option against a holding of the underlying security.